Step 02 of 4

    Canadian Tax Residency & Mexico Residency Planning

    Investment: $395 CAD

    Most relocation errors are made before you leave Canada.

    Full Breakdown

    What's Included

    01

    CRA Tax-Exit Risk Mapping

    Moving to Mexico changes how the CRA views your tax status. Built with our partner CPA (15+ years of experience), this diagnostic scans your Canadian assets, income, and residential ties to identify specific "Red Flags." Whether you want to remain a Canadian resident or officially sever ties, you will understand exactly what your situation implies before you leave.

    CanadiansinMX provides administrative risk identification and document preparation. Licensed tax advice and legal filings are provided exclusively by our partnered CPA.

    02

    Residency Pathway & Consulate Strategy

    Many applicants meet the financial requirements and still get rejected. Each consulate in Canada has its own "unwritten rules" about how they view income, pensions, savings, and investments. We review your current financial picture to determine the best path for your specific assigned Consulate. We build your strategy for approval before you spend a single hour gathering documents.

    03

    Provincial Healthcare Transition Timeline

    Losing your Canadian healthcare during the move is a major financial risk. We provide a customized provincial healthcare transition timeline that adjusts to whatever move date you have in mind. Whether you are a Snowbird keeping your provincial coverage or a permanent resident transitioning to Mexican private insurance, we map the exact day-counts and steps needed to ensure you are never without medical protection.

    04

    Mexican Healthcare Readiness

    A personalized comparison of private health or travel insurance options based on your age, health history, and coverage needs, along with a step-by-step guide to enrolling in Mexico's public healthcare system (IMSS).

    Note: Government fees, translations, apostilles, courier fees, travel expenses, and extraordinary legal work are not included.

    Secure Your Move

    Take the first step toward a secure, compliant transition to Mexico.

    What happens next?

    • 1.Complete your payment via our secure Stripe checkout.
    • 2.Log into your Client Portal, find everything you need.
    • 3.Includes calls with our team.
    PIPEDA (Personal Information Protection and Electronic Documents Act) Compliant

    Create Your Client Portal Account

    Set a password to securely access your information, documents, and upload files related to your service. Your email address will be your username.